If there is one thing you can put good money on it's the UNSECO population data. Specifically, the population growth estimates. The late great Hans Rosling of

If there is one thing you can put good money on it's the UNSECO population data. Specifically, the population growth estimates. The late great Hans Rosling of TED Talk fame had (has?) a fantastic website with a pretty good interface into such data: https://www.gapminder.org/ https://www.gapminder.org/ The key takeaway for me is that by 2099 Africa is going to get ~3B more people and India ~1B more. And they mostly going to be 'middle class' income earners (not poor anymore). Their consumer preferences are being made as we speak (Coke v Pepsi, Chevy v Ford, etc). The Indian Ocean is going to be as big a trade hub as the Atlantic was and the Pacific is today. The time is ripe to invest in eastern Africa.